NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹13.70
-2.28%
NAV as on 16 Jan 25, 12:00 AM
very high risk
equity other
equity
NAV as on 16 Jan 25, 12:00 AM
very high risk
equity other
equity
28.31%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
43.52%p.a.
Since Inception
About Quant Momentum Fund Reinvestment Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Quant Momentum Fund Reinvestment Inc Dist cum Cap Wdrl scheme from Quant Money Managers Limited. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Nov 2023, Quant Momentum Fund Reinvestment Inc Dist cum Cap Wdrl is Equity - Other fund of its category with 2,056.78 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
- Quant Momentum Fund Reinvestment Inc Dist cum Cap Wdrl delivered 28.3% annual returns during the last year. It has delivered 43.5% average annual returns since the fund was launched.
- Quant Momentum Fund Reinvestment Inc Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The primary investment objective of the scheme is to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment horizon. There is no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
Larsen & Toubro Ltd
9.37%
Reliance Industries Ltd
9.20%
ITC Ltd
9.13%
Life Insurance Corporation of India
8.80%
Bajaj Finance Ltd
8.55%
Tata Power Co Ltd
6.02%
Container Corporation of India Ltd
5.50%
HDFC Life Insurance Co Ltd
4.79%
Aurobindo Pharma Ltd
4.17%
Hindustan Unilever Ltd
4.02%
Fund Managers
- Sanjeev Sharma (Nov 2023 - Present)
- Vasav Sahgal (Nov 2023 - Present)
- Ankit A. Pande (Nov 2023 - Present)
- Sandeep Tandon (Nov 2023 - Present)
Key Information
View Scheme Document
Quant Momentum Fund Reinvestment Inc Dist cum Cap Wdrl SIP Calculator
If invested
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For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Quant Momentum Fund Reinvestment Inc Dist cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Quant Momentum Fund Reinvestment Inc Dist cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Quant Momentum Fund Reinvestment Inc Dist cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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